David Fontenot, Financial Services, Magnolia Wealth Strategies, MassMutual

David Fontenot, Financial Services, Magnolia Wealth Strategies, MassMutual Financial Advisor since 1989. Licensed in Louisiana & Texas. LUTCF® – Life Underwriter Training C Member SIPC (www.SIPC.org).

Along with a team of professionals, I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

My goal is to provide families and business owners with assistance in building the

ir financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client

I am licensed to sell insurance in: Louisiana and Texas and securities in: Louisiana and Texas]. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 3838 N Causeway Boulevard, Suite 3400, Metairie, LA 70002-8194; Phone: 504-613-2200. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/13/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies ...
07/30/2026

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies that offer stability and protection without sacrificing growth. Let’s talk about retirement strategies that offer the ability to use the market for growth.

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected in...
07/23/2026

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected income options. New research shows there is a gap in these conversations. Let’s close that gap. Connect with me about how guaranteed income can help create steady income you can count on for life.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guarantee...
05/06/2026

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guaranteed income can help build confidence in your plan.

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look ...
04/22/2026

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look like — and how to build it.

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape —...
04/08/2026

With fewer Americans relying solely on traditional pensions, retirement income today is often something you help shape — through planning, saving, and smart decisions.
And with retirements now stretching 25–30 years or more, having a plan built to go the distance matters.

Let’s talk about what you need and how to create a retirement strategy built to last.

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Le...
03/25/2026

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Let’s talk about adding guaranteed retirement income to your plan to help ease those fears.

Address

102 Versailles Boulevard , Ste. 808
Lafayette, LA
70501

Telephone

+13372543101

Website

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